Rolling out another SaaS tool fails when reps see it as optional. A team integration rollout should answer: what recorder stays, what changes after the call, and who audits unreviewed meetings.
Week 1 — Connect providers and sandbox CRM
Each rep connects their Fathom, Zoom, or Teams account in Settings. Admins connect Salesforce sandbox via Salesforce integration. Validate sync on features Home—calls should appear within one scheduled cycle.
New users should follow your first 7 days on SmarterMeetings during pilot.
Week 2 — Standardize review and tagging
Agree on rules: every external call gets a client tag; partners mark reviewed weekly. Use the meeting notes workflow guide as the team reference doc.
For multi-recorder shops, align with integration strategy for client teams.
Week 3+ — CRM push with approval
Reps link Opportunities, push summaries, and approve field updates from transcript context—see CRM meeting logging. Expand seats on Team pricing when the pilot pod hits review targets.
Measure what matters
Track unreviewed call count and CRM push completion—not login counts. The RevOps use case page describes ops-friendly metrics without over-engineering reporting.